Technology

AUM and customer numbers both up 19% in the year

Pledges 90% cost to serve reduction

CISI and ACCA report identifies key threats

‘The opportunity is clear’

Move to alleviate the administrative burden for advisers using its platform

... while platforms deliver on service

What has advice tech given us?

Partnership follows other recent launches

Technology ‘core’ to improvement but takes time

Frustration with ‘lack of seamless connectivity’ continues